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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,299 | $88,815+38.8% | $81,882+50.6% | $145,897-15.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.78% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $4,816 | $3,086+56.0% | $2,916+65.2% | $4,663+3.3% |
| Participant deferral / active EE | $8,805 | $4,647+89.5% | $4,323+103.7% | $6,689+31.6% |
| Admin fee / account holder | $12,253 | $8,434+45.3% | $7,360+66.5% | $13,390-8.5% |